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Ben Horowitz on foundation models as infrastructure: “People believed the big foundation models would be giant brains that could do anything better than anybody.” “It has not played out quite like that.” “Maybe the application behavior is actually more important than having the biggest model trained with the most... show more

a16z

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Ben Horowitz on AI: “This is a bigger technology market than I've ever seen.” In this exclusive conversation with a16z's Jen Kha, Ben covers: - Why he doesn't think there's an AI bubble - How a16z is structured - The origin of our American Dynamism vertical - His most listened song in 2025 0:00 Introduction 1:33 Managing GPs vs companies 4:33 How a16z is structured 10:14 Culture and staying in the details 12:46 How to identify the right markets 21:28 M&A landscape opening up 22:09 Why foundation models alone aren't enough 25:46 Ownership and the future of VC 29:03 Why AI will produce more winners than previous technology cycles 32:01 Rapid-fire personal questions benahorowitz.eth Jen Kha

Ben Horowitz on AI: “This is a bigger technology market than I've ever seen.” In this exclusive conversation with a16z's Jen Kha, Ben covers: - Why he doesn't think there's an AI bubble - How a16z is structured - The origin of our American Dynamism vertical - His most listened song in 2025 0:00 Introduction 1:33 Managing GPs vs companies 4:33 How a16z is structured 10:14 Culture and staying in the details 12:46 How to identify the right markets 21:28 M&A landscape opening up 22:09 Why foundation models alone aren't enough 25:46 Ownership and the future of VC 29:03 Why AI will produce more winners than previous technology cycles 32:01 Rapid-fire personal questions benahorowitz.eth Jen Kha

a16z

99,934 görüntüleme • 7 ay önce

📁 Ben Horowitz says large foundation models are not universal brains. They are infrastructure. Real value comes from combining many models for specific use cases. Cursor proves it by running over 13 models and building its own coding model. The edge is no longer size, but orchestration.

📁 Ben Horowitz says large foundation models are not universal brains. They are infrastructure. Real value comes from combining many models for specific use cases. Cursor proves it by running over 13 models and building its own coding model. The edge is no longer size, but orchestration.

Jon Hernandez

14,503 görüntüleme • 7 ay önce

Behavioral Foundation Models (BFMs) trained with RL are secretly more powerful than we think. BFM’s directly output a policy believed to be near-optimal given any reward function. Our new work shows that they can actually do much better:

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Harshit Sikchi

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Ben Horowitz once told Martin Casado that pricing is the most important decision in the history of a company. Pricing determines both growth and margins, the two forces that drive valuation. Martin says the same lesson still applies today as software moves from recurring licenses to usage-based models. Source: martin_casado with Mario Gabriele 🦊 on The Generalist

Ben Horowitz once told Martin Casado that pricing is the most important decision in the history of a company. Pricing determines both growth and margins, the two forces that drive valuation. Martin says the same lesson still applies today as software moves from recurring licenses to usage-based models. Source: martin_casado with Mario Gabriele 🦊 on The Generalist

a16z

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"As roboticists and computer vision people [outside of big tech], do we just wait for the next foundation model?" I share the frustration. It's disempowering when most major progress recently is downstream of "foundation models" that you don't have the compute or data to train.

"As roboticists and computer vision people [outside of big tech], do we just wait for the next foundation model?" I share the frustration. It's disempowering when most major progress recently is downstream of "foundation models" that you don't have the compute or data to train.

Chris Offner

68,742 görüntüleme • 1 yıl önce

Being a leader is saying what people don’t want to hear. Ben Horowitz: “If everyone agrees with the decision, then you didn’t add any value because they would’ve done that without you.” “The only value you ever add is when you make a decision that most people don’t like.” benahorowitz.eth Lenny Rachitsky

Being a leader is saying what people don’t want to hear. Ben Horowitz: “If everyone agrees with the decision, then you didn’t add any value because they would’ve done that without you.” “The only value you ever add is when you make a decision that most people don’t like.” benahorowitz.eth Lenny Rachitsky

a16z

47,102 görüntüleme • 11 ay önce

Balaji Srinivasan proposes a western version of the special economic zone where builders can operate at the speed of physics, not permits. “The special Elon zone, or more generally, the special founder zone... It’s like an essentially uninhibited territory, as close to Burning Man as possible” Ben Horowitz: “I think that’s very doable. There’s so many states in the US that would wanna do that. I know Nevada would wanna do that.” Balaji and benahorowitz.eth on Network State podcast

Balaji Srinivasan proposes a western version of the special economic zone where builders can operate at the speed of physics, not permits. “The special Elon zone, or more generally, the special founder zone... It’s like an essentially uninhibited territory, as close to Burning Man as possible” Ben Horowitz: “I think that’s very doable. There’s so many states in the US that would wanna do that. I know Nevada would wanna do that.” Balaji and benahorowitz.eth on Network State podcast

a16z

301,356 görüntüleme • 7 ay önce

"AI is an operating system." Lux Capital's Deena Shakir says the biggest opportunities are shifting to application layers like healthcare and robotics, where startups can build on top of foundation models rather than compete with them

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Bloomberg TV

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Marc Andreessen and Ben Horowitz explain the problem with the conventional wisdom of judging markets on how they look today: “As [we] go through our careers, we just see more and more examples where the mistakes that we or others make is, - The market for Uber and Lyft must be the market for taxi cabs, - Or the market for cloud software must be the same as the market for on-prem software, - Or the market for GPUs must be the market for people who like to play games.” The winners build technology that unlocks something on the supply side and grows market size by orders of magnitude. Marc Andreessen 🇺🇸 benahorowitz.eth

Marc Andreessen and Ben Horowitz explain the problem with the conventional wisdom of judging markets on how they look today: “As [we] go through our careers, we just see more and more examples where the mistakes that we or others make is, - The market for Uber and Lyft must be the market for taxi cabs, - Or the market for cloud software must be the same as the market for on-prem software, - Or the market for GPUs must be the market for people who like to play games.” The winners build technology that unlocks something on the supply side and grows market size by orders of magnitude. Marc Andreessen 🇺🇸 benahorowitz.eth

a16z

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Exa CEO Will Bryk explains why retrieval can help solve the tokenpocalypse: "We should not be using gigantic models for every task." "You should use a family of models of different sizes. The big model decides what to do, and it dishes out commands to the small models, and those small models can be way more accurate and reliable if they're using retrieval." "Retrieval helps small models act like big models... We do save our customers a huge amount of tokens because they can use smaller models and use retrieval." "We could save 20x on cost for customers compared to other providers by being very efficient in what information from the web the agent actually sees." Will Bryk with Sarah Wang

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a16z

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a16z

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a16z

178,793 görüntüleme • 6 ay önce

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The nervous system can be trained. And there is no better time to start training it than yesterday. Love this time with that dude more than anything. Hammers Only.

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vitrupo

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